Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,740 | $106,749+11.2% | $145,433-18.4% | $82,448+44.0% |
| Participation rate | 60.8% | 75.6%-14.9pp | 82.1%-21.4pp | 68.1%-7.3pp |
| Annual return | 16.27% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,771 | $3,444-48.6% | $4,554-61.1% | $2,551-30.6% |
| Participant deferral / active EE | $3,527 | $6,519-45.9% | $7,897-55.3% | $4,139-14.8% |
| Admin fee / account holder | $1,709 | $8,390-79.6% | $13,129-87.0% | $7,234-76.4% |